Upgrade workflow
Context
Section titled “Context”Sometimes a customer may want to change their subscription, for example, when upgrading to a higher version. If your catalog of offers consists of at least two visible offers in the same grid, your customers will be able to change their subscription autonomously from their customer portal.
This article allows you to visualize the sequence of pages that enables your customer to perform their subscription change.
Prerequisites
Section titled “Prerequisites”To make this work, you must have completed the following actions beforehand:
- Have integrated the hosted page for offer presentation.
- Have the hosted customer portal page within a page of your application.
- If you haven’t done it yet, see How to integrate the “Customer Portal”?
- Create multiple Offers
- To learn more, see How to create an offer?
Description
Section titled “Description”It is through the customer portal that your customers can perform the subscription change action.